Nuveen ESG High Yield Corporate Bond ETF
NUHY
53 hedge funds and large institutions have $60.8M invested in Nuveen ESG High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 7 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
9% more capital invested
Capital invested by funds: $55.6M → $60.8M (+$5.2M)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
0.31% less ownership
Funds ownership: 71.16% → 70.85% (-0.31%)
2% less funds holding
Funds holding: 54 → 53 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.43M |
| 2 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$1.89M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.71M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$747K |
| 5 |
JP Morgan Chase
New York
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$833K |
| 2 |
Bank of New York Mellon
New York
|
-$644K |
| 3 |
KFAA
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
-$451K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$408K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$311K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
51
Anchor Investment Management
Columbia,
South Carolina
| $1.36K | +$1.36K | +65 | New |
|
|
HI
52
Horizon Investments
Charlotte,
North Carolina
| $1.01K | – | – | – |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
RCS
54
Retirement Capital Strategies
San Jose,
California
| – | -$833K | -39,441 | Closed |
|
|
KFAA
55
Klaas Financial Asset Advisors
Loves Park,
Illinois
| – | -$451K | -21,350 | Closed |
|
|
56
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$408K | -19,308 | Closed |
|
|
AF
57
Allworth Financial
Folsom,
California
| – | -$5.6K | -265 | Closed |
|
|
OCM
58
Orion Capital Management
Coronado,
California
| – | -$4.35K | -206 | Closed |
|
|
IA
59
IFP Advisors
Tampa,
Florida
| – | -$1.25K | -59 | Closed |
|
60
Fidelity Investments
Boston,
Massachusetts
| – | -$169 | -8 | Closed |
|
NUHY Hedge Fund Activity: Q2 2024 in Review
53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG High Yield Corporate Bond ETF (NUHY) for Q2 2024, worth a combined $60.8M — up 9.4% from $55.6M a quarter earlier.
Fund positioning in NUHY was balanced in Q2 2024: 7 funds opened new positions, 7 closed out, 21 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.43M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $833K sold.
- 53 institutional investors held Nuveen ESG High Yield Corporate Bond ETF (NUHY) as of Q2 2024, down from 54 in Q1 2024.
- Funds reported $60.8M of Nuveen ESG High Yield Corporate Bond ETF stock for Q2 2024, up 9.4% quarter-over-quarter.
- 7 funds opened new Nuveen ESG High Yield Corporate Bond ETF positions in Q2 2024 and 7 closed out, a net change of 0 holders.
- The largest Nuveen ESG High Yield Corporate Bond ETF buyer in Q2 2024 was Morgan Stanley, an estimated $2.43M added.
- The largest Nuveen ESG High Yield Corporate Bond ETF seller in Q2 2024 was Retirement Capital Strategies, an estimated $833K sold.
Based on aggregated 13F filings for Q2 2024.